Litman Gregory Funds Etf Profile
PCEM Etf | 10.24 0.03 0.29% |
Performance4 of 100
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Litman Gregory is selling at 10.24 as of the 30th of November 2024; that is 0.29 percent down since the beginning of the trading day. The etf's lowest day price was 10.22. Litman Gregory has 50 percent odds of going through some form of financial distress in the next two years and did not have a very good performance for investor during the last 90 trading days. Equity ratings for Litman Gregory Funds are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 1st of September 2024 and ending today, the 30th of November 2024. Click here to learn more.
IPO Date 11th of September 2024 |
Litman Etf Highlights
Thematic Ideas | (View all Themes) |
Business Concentration | Emerging Markets ETFs, Strategy ETFs (View all Sectors) |
Issuer | iM Global Partner |
Inception Date | 2024-09-11 |
Entity Type | Regulated Investment Company |
Asset Under Management | 2.55 Million |
Asset Type | Equity |
Category | Strategy |
Focus | Emerging Markets |
Market Concentration | Emerging Markets |
Region | Emerging Markets ex-China |
Administrator | State Street Bank and Trust Company |
Advisor | iM Global Partner Fund Management, LLC |
Custodian | State Street Bank and Trust Company |
Distributor | ALPS Distributors, Inc. |
Portfolio Manager | Dafydd Lewis, Damian Bird |
Transfer Agent | State Street Bank and Trust Company |
Fiscal Year End | 31-Dec |
Exchange | NYSE Arca, Inc. |
Number of Constituents | 31.0 |
Market Maker | Susquehanna |
Total Expense | 1.0 |
Management Fee | 1.0 |
Name | Litman Gregory Funds Trust |
Currency Code | USD |
Code | PCEM |
Country Name | USA |
Open Figi | BBG01PP322P5 |
Updated At | 17th of September 2024 |
Currency Name | US Dollar |
Type | Common Stock |
I P O Date | 11th of September 2024 |
Is Delisted | false |
Litman Gregory Funds [PCEM] is traded in USA and was established null. The fund is not categorized under any group at this time. The fund at this time have in assets.
Check Litman Gregory Probability Of Bankruptcy
Geographic Allocation (%)
Litman Gregory Funds Currency Exposure
Litman Gregory Funds holds assets that are exposed to currency risk. As an investor, you have to ensure that the increase in value or dividend from foreign constituents of Litman Gregory will not be offset by an unfavorable exchange rate and will not cancel out the return on assets from different countries. In other words, assess how much of your investment depends on the development of foreign currencies before you invest in Litman Gregory Funds.
Litman Gregory Funds Risk Profiles
The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Litman Gregory. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures.
Risk Adjusted Performance | 0.0429 | |||
Jensen Alpha | (0.01) | |||
Total Risk Alpha | (0.09) | |||
Sortino Ratio | (0.15) |
Litman Gregory Against Markets
Check out Your Equity Center to better understand how to build diversified portfolios, which includes a position in Litman Gregory Funds. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in income. You can also try the Equity Forecasting module to use basic forecasting models to generate price predictions and determine price momentum.
The market value of Litman Gregory Funds is measured differently than its book value, which is the value of Litman that is recorded on the company's balance sheet. Investors also form their own opinion of Litman Gregory's value that differs from its market value or its book value, called intrinsic value, which is Litman Gregory's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Litman Gregory's market value can be influenced by many factors that don't directly affect Litman Gregory's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Litman Gregory's value and its price as these two are different measures arrived at by different means. Investors typically determine if Litman Gregory is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Litman Gregory's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.